Filed September 21, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $103,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,067 | $66,457+43.1% | $81,438+16.7% | $77,671+22.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.74% | 15.93%-2.2pp | 24.74%-11.0pp | 31.21%-17.5pp |
| Employer contribution / active EE | $3,627 | $2,159+68.0% | $2,460+47.4% | $2,726+33.0% |
| Participant deferral / active EE | $4,719 | $3,679+28.3% | $3,883+21.5% | $4,648+1.5% |
| Admin fee / account holder | $314 | $583-46.2% | $5,764-94.6% | $430-27.1% |